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Added 4 mins ago
BE
Inside Sales Associate
BoldHouse Executive Search
Dartmouth, NS
- $60,000 to $70,000 CAD / year
- Full-time
Experience in inside sales, account management, counter sales, sales coordination or customer service with trade or industrial customers, and a track record of growing the business you look…
Added 4 mins ago
U
Industrial Project Manager, Mechanical
UPTIME
Surrey, BC
- Full-time
Reporting to the Senior Project Manager, the Industrial Project Manager, Mechanical is responsible for driving projects from inception to completion. By partnering with internal resources…
Added 4 mins ago
BE
Inside Sales Associate, Bilingual (English and French)
BoldHouse Executive Search
Marieville, QC
- $60,000 to $70,000 CAD / year
- Full-time
Experience in inside sales, account management, counter sales, sales coordination or customer service with trade or industrial customers, and a track record of growing the business you look…
Added 4 mins ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
…connections at highly competitive prices. Cogent also offers superior customer support by virtue of its end-to-end control of service delivery and network monitoring. Structured tenure pay…
Added 18 mins ago
BE
Inside Sales Associate
BoldHouse Executive Search
Mississauga, ON
- $60,000 to $70,000 CAD / year
- Full-time
Experience in inside sales, account management, counter sales, sales coordination or customer service with trade or industrial customers, and a track record of growing the business you look…
Added 33 mins ago
TT
Program Manager
TTM Technologies
Toronto, ON
- Full-time
The Program Manager is the primary point of accountability for assigned customer programs from quotation through full-scale production. This role coordinates engineering, manufacturing…
Added 33 mins ago
CB
Purchasing Manager
Chef Bombay
Canada
- Full-time
The Purchasing Manager will play a critical role in supporting production schedules and customer demand by working closely with the Production, Quality Assurance, Finance, and Warehouse…
Added 33 mins ago
IW
District Vice-President
IG Wealth Management
Quebec, QC
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 33 mins ago
D
Technical Account Manager (TAM)
DINGO
BC · British Columbia, Canada
- Full-time
We're looking for an experienced Technical Account Manager (TAM) to join our global team and play a key role in strengthening customer relationships, driving adoption and ensuring our…
Added 33 mins ago
CA
Assistant Resident Manager (Part-Time)
Centurion Associates Inc
Huntsville, ON
- Part-time
Reporting to the Senior Property Manager, the Assistant Resident Manager is responsible for the professional management, administration and leasing of a Centurion apartment community.
Added 33 mins ago
WC
(CAN) Staff Pharmacist
Walmart Canada
Calgary, AB
- Full-time
Position Summary...The Staff Pharmacist assists the Pharmacy Manager in all aspects of the Pharmacy Operations. Provides patient care specific to each patient based on feedback received…
Added 33 mins ago
FF
Seasonal Associate - Famous Footwear
Famous Footwear
Toronto, ON · Greater Toronto Area, Canada
- Temporary
As a Famous Footwear Seasonal Associate, you are passionate about providing the best shoe store experience for every customer. You do this by creating a welcoming environment and in-store…
Added 33 mins ago
CC
Specialist, Manufacturing Procurement
Coca-Cola Canada Bottling Limited
Brampton, ON
- Full-time
…strategic thinking. This position reports directly into the Senior Manager, Manufacturing…
Added 33 mins ago
FF
Part-Time Sales Associate - Famous Footwear CAN
Famous Footwear
Mississauga, ON
- $17.95 to $20.65 CAD / hour
- Part-time
As a Famous Footwear Sales Associate, you are passionate about providing the best shoe store experience for every customer. You do this by creating a welcoming environment and in-store…
Added 33 mins ago
E
Customer Account Manager
EconoLease
Toronto, ON · Scarborough, ON
- $65,000 to $80,000 CAD / year
- Full-time
The Customer Account Manager is responsible for converting partner-introduced opportunities into successful customer outcomes. This role owns the end-to-end customer journey, from initial…
Added 33 mins ago
CA
Junior Project Coordinator
Centurion Associates Inc
Toronto, ON
- Full-time
Project Management - Toronto, Ontario (Hybrid)
Added 33 mins ago
BA
SERVICE DETAILER
Birchwood Automotive Group
Steinbach, MB
- Full-time
Reporting Relationship: This position reports directly to the Assistant Service Manager.
Added 33 mins ago
BA
PARTS CONSULTANT
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Reporting Relationship: This position reports directly to the Parts Manager.
Added 33 mins ago
BA
HAIL CONSULTANT
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Reporting Relationship: This position reports directly to the Hail Centre Manager.
Added 33 mins ago
WI
Insurance Advisor, Online Auto Services
Westland Insurance Group Ltd.
Surrey, BC
- Full-time
As an Insurance Advisor, Online Auto Services, you will assist active clients with their Auto needs via phone and email and strengthen their relationship with the company.
Added 33 mins ago
BA
COLLISION CONSULTANT
Birchwood Automotive Group
Headingley, MB
- Full-time
Reporting Relationship: This position reports directly to the Production Manager
Added 34 mins ago
E
Customer Account Manager
EconoLease
Vancouver, BC
- $65,000 to $80,000 CAD / year
- Full-time
The Customer Account Manager is responsible for converting partner-introduced opportunities into successful customer outcomes. This role owns the end-to-end customer journey, from initial…
Added 34 mins ago
SH
Sales and Events Coordinator | Contract | The Westley Calgary
Silver Hotel Group
Calgary, AB
- Contract
Reporting to the General Manager and Director of Sales & Marketing, the Sales & Events Coordinator:
Added 34 mins ago
TH
Regional Manager
The Headhunters Recruitment
AB · Edmonton, AB
- Full-time
We’re looking for a Regional Clinic Performance Manager.
Added 34 mins ago
RP
Senior Manager
RECRUITMENT PARTNERS INC.
AB · Edmonton, AB
- Full-time
Our client is seeking a Senior Manager to provide leadership, advisory expertise, and strategic guidance to a diverse portfolio of business clients. This role is responsible for overseeing…

Scotiabank

Advisor Associate - Hamilton

Hamilton, ON, L5B 1M2, Canada

Apply About employer

Applications open in a new tab.

Job details

Posting language: English
Posted: Nov 2, 2026

Original job description

Requisition ID: 277896

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are following governing regulations, internal policies and procedures.

Is this role right for you? In this role, you will:

Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually, to assist Financial Consultants and/or Portfolio Managers in maintaining high standards of service for all MD clients
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge
Provide service and sales support to Financial Consultants and Portfolio Managers, responding effectively to all inquiries from current and prospective clients concerning MD products and services, and facilitating contact and opportunity management
Accountable for the preparation and processing of client documentation, preparing correspondence to clients and third parties, and inputting transaction requests as directed by Advisors and Portfolio managers
Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner
Establish and maintain a plan to ensure all existing clients are contacted regularly and paperwork required for meetings is prepared in advance
Book on-site and virtual client meetings, preparing files, sending meeting reminders, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services
Process documentation related to new accounts and trade requests, input transaction requests as required, confirming all regulatory requirements are adhered toUse your knowledge of MD’s products & services to identify opportunities, anticipate client needs, and partner with other lines of business to arrange mutually beneficial client contact strategies
Support and participate in the research and resolution of a variety of complex client concerns as well as contributing to special projects, as required
Responsible for adherence to professional standards, including policies, procedures and best practices and professional codes of conduct related to client engagement, taking Scotiabank’s risk appetite and culture into consideration relative to day-to-day activities and decisions
Ensure monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently
Liaise with Accountants and third parties to provide tax documents or statements as requested.
General office duties, including reception coverage as required
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions
Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

A commitment to an exceptional client experience – using your ability to quickly and clearly understand the client’s perspective, you will provide timely and accurate responses to a myriad of queries.
A sense of urgency – what’s important to the client is equally important to you.  You thrive on getting things done and done well
The flexibility to work independently and as part of a broader team
You embrace change – thriving in a diverse environment of ever-changing and competing priorities
A dedication to organizational efficiency – maintaining a strong attention to detail coupled with the ability to follow up and follow through in a results-oriented fashion
College diploma or university degree in business, commerce or equivalent
Demonstrated knowledge of the financial services industry and rules regarding Estates, Trusts, RESPs, RRSPs/RRIFs, TFSAs, Mutual Funds and other investment products
Approval as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO)
Proficiency with Microsoft Office Suite
Working knowledge of CRM2

What's in it for you?

The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and celebrates success! You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one! You will relish work-life balance, team events, and opportunities to participate in the community.

Location(s): Canada : Ontario : Hamilton

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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More about this job

Responsibilities

The Associate provides administrative and operational support to Financial Consultants and Portfolio Managers to ensure high standards of client service. They are responsible for processing client documentation, managing inquiries, and maintaining compliance with regulatory requirements.

Requirements

Candidates must hold a college diploma or university degree in business, commerce, or an equivalent field. Approval as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO) is required.

Skills

Financial Services
Client Service
Administrative Support
Operational Support
Investment Products
Regulatory Compliance
CRM2
Microsoft Office Suite
Account Management
Problem Resolution
Documentation Preparation
Sales Support
Relationship Management
Attention To Detail
Communication

Benefits

Performance Bonus
Employee Share Ownership Program
Pension Plan Matching
Banking Benefits
Health Benefits

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Financial Consultants
Portfolio Managers
Investment Products
CIRO
CRM2
Microsoft Office Suite
Compliance
Regulatory Requirements
Account Management
Wealth Management
Private Banking
Mutual Funds
TFSAs
RRSPs
RRIFs
Estates
Trusts
Client Engagement
Operational Risk
AML
ATF
Sales Support
Administrative Support

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